Lumentum Holdings Inc. (LITE) vs TE Connectivity plc (TEL)

TEL leads on 11 of 15 compared metrics.

A side-by-side comparison of Lumentum Holdings Inc. and TE Connectivity plc across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 24, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — LITE vs TEL

growth of $100 · last 11y
LITE +4770.1%TEL +232.1%LITE compounded faster
Log scale — wide-divergence pair
101001k10kStart $10020172019202120232025$4,870$332
LITE TEL

LITE vs TEL: by the numbers

  • LITE is the larger company ($64.41B vs $59.27B market cap).
  • TEL trades at the lower earnings multiple (20.74 vs 153.22 P/E).
  • LITE converts more revenue to profit (17.68% vs 15.69% net margin).
  • LITE grew revenue faster over the past five years (7.50% vs 7.22% CAGR).
  • TEL pays a dividend (1.43% yield) while LITE does not currently pay one.

Which is better, LITE or TEL?

Metric tally: LITE 4 · TEL 11

It depends on what you're optimizing for:

ValueTEL(lower P/E)
GrowthLITE(faster 5Y revenue CAGR)
QualityTEL(higher ROIC)

Metrics side by side

Valuation

MetricLITETEL
P/E ratio153.2220.74
Forward P/E100.9618.09
P/S ratio32.013.23
P/B ratio26.794.53
PEG ratio15.03
EV / EBITDA145.4913.69
FCF yield0.34%5.66%

Profitability

MetricLITETEL
Gross margin37.71%35.36%
Operating margin9.53%19.28%
Net margin17.68%15.69%
ROE14.79%21.96%
ROIC0.70%8.82%

Dividends

MetricLITETEL
Dividend yield1.43%
Payout ratio46.94%

Growth (annualized)

MetricLITETEL
Revenue CAGR (5Y)7.50%7.22%
EPS CAGR (5Y)-26.64%1.38%
FCF CAGR (5Y)-7.72%13.69%
Total return CAGR (5Y)59.21%10.73%

Frequently asked

Which is better, LITE or TEL?
It depends on your goal. value: TEL (lower P/E); growth: LITE (faster 5Y revenue CAGR); quality: TEL (higher ROIC). Across all compared metrics, TEL leads 11 to 4.
Is LITE or TEL cheaper?
On trailing earnings, TEL is cheaper: LITE trades at a 153.22 P/E and TEL at 20.74.
Which has grown faster, LITE or TEL?
Over the past five years, LITE grew revenue faster — LITE at a 7.50% CAGR versus TEL at 7.22%.
Does LITE or TEL pay a bigger dividend?
TEL pays a dividend (1.43% yield) while LITE does not currently pay one.
Is LITE or TEL more profitable?
LITE runs the higher net margin — LITE at 17.68% versus TEL at 15.69%.
Which has been the better investment, LITE or TEL?
Over the past 10-year, LITE delivered the higher annualized total return — LITE at 41.80% versus TEL at 14.45%. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 24, 2026.